· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GILSBAR SPECIALTY INSURANCE SRVS — GILSBAR SPECIALTY INSURANCE SRVS LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250813153416NAL0009178257001
GILSBAR SPECIALTY INSURANCE SRVS
Form 5500-SF
FILING_RECEIVED
GILSBAR SPECIALTY INSURANCE SRVS LLC 401(K) PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
109
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GILSBAR SPECIALTY INSURANCE SRVS
.
Find decision makers
Plan sponsor
Name
GILSBAR SPECIALTY INSURANCE SRVS
EIN
20-2114605
Address
2100 COVINGTON CENTRE · COVINGTON, LA · 70434
Phone
(985) 898-1652
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
L & M GROUP, LTD.
L & M GROUP, LTD. 401K PLAN
$7.1M · 39 participants
G.W. MOUNTCASTLE AGENCY INC.
G.W. MOUNTCASTLE AGENCY INC. 401(K) PROFIT SHARING PLAN
$7.1M · 34 participants
MARK J. CURI
MARK J. CURI PROFIT SHARING PLAN
$7.1M · 2 participants
SOUTHERN TRUST CORPORATION
SOUTHERN TRUST CORPORATION 401(K) PROFIT SHARING PLAN
$7.1M · 66 participants
BOB MASTERSON INSURANCE AGENCY, INC.
BOB MASTERSON INSURANCE AGENCY, INC.PROFIT SHARING PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.1M · 5 participants
EDMONDS INSURANCE SERVICES, INC.
EDMONDS INSURANCE SERVICES, INC.401(K) PROFIT SHARING PLAN
$7.1M · 5 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
